Our financial planning process is multi-faceted. The scope of our service is not limited to the exclusive goal of appreciating your holdings, but also includes insulating and allowing for distribution of those holdings in the most advantageous manner possible.
Very simply, we help you earn, keep and distribute your assets.
We truly believe in providing unbiased, independent advice to our clients. Because LPL Financial is an independent "broker/dealer," we can offer access to a selection of products and services solely based on what is appropriate. Our recommendations are not tainted by the pressure to sell proprietary products. Although this means we have to carefully scrutinize and evaluate a multitude of companies, products and services, it's definitely worth the time and effort. We believe in the end, both the client and our firm will benefit from this process which results in a rewarding long-term relationship.